Economy, Macro & Fed Headlines
This week
Official schedules: BLS, BEA, Federal Reserve · times ET- TUE OCT 13
- FedFED SPEAKERDiscussion - Governor Christopher J. Waller
- WED OCT 14
- FedFED SPEAKERDiscussion - Vice Chair for Supervision Michelle W. Bowman
- BLSDATAReal Earnings
- BLSDATAConsumer Price IndexPrev Consumer Price Index (CPI): +0.4% (Aug 2026)
- FedBEIGE BOOKBeige Book
- FedFED SPEAKERSpeech - Vice Chair for Supervision Michelle W. Bowman
- THU OCT 15
- BLSDATAProducer Price IndexPrev Producer Price Index - Final Demand: +0.4%(p) (Aug 2026)
- FedFED SPEAKERDiscussion - Chairman Kevin Warsh
- FRI OCT 16
- BLSDATAU.S. Import and Export Price IndexesPrev U.S. Import Price Index: +0.7% (Aug 2026)Prev U.S. Export Price Index: +0.6% (Aug 2026)
Values shown only where BLS publishes them (latest official print). No consensus forecasts. Earnings dates are not shown: no free, reliable official source.
By source
CNBC
✓FreeMKTSFree; CNBC PRO pieces are subscriber-only- From BJ’s to Lululemon, retailers are trimming assortments to boost businessCNBC✓FreeSun Oct 11, 1:08 PM ET
From BJ’s to Lululemon, retailers are trimming assortments to boost business
Retail brands are shrinking assortments to get back to healthy growth, while box stores are culling products to better curate offerings and stabilize business.
Open article at CNBC → - Americans' debt problems are flashing a warning not seen since the Great RecessionCNBC✓FreeFri Oct 9, 3:18 PM ET
Americans' debt problems are flashing a warning not seen since the Great Recession
Researchers found that while wealth disparities narrowed somewhat, the ability to meet debt payments deteriorated significantly.
Open article at CNBC → - Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strongCNBC✓FreeFri Oct 9, 11:07 AM ET
Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong
Delta Air Lines reported third-quarter earnings and missed Wall Street estimates for the first time in two years.
Open article at CNBC →
- Treasury's Bessent hires Trump's controversial former Fed board pick, Judy Shelton, as advisorCNBC✓FreeFri Oct 9, 9:09 AM ET
Treasury's Bessent hires Trump's controversial former Fed board pick, Judy Shelton, as advisor
Shelton's controversial economic ideas led the Senate to block her nomination to the Fed. Now she's going to be a counselor to the Treasury secretary.
Open article at CNBC → - Delta CEO: 'Safety is going to make the call' on launching Saudi Arabia flightCNBC✓FreeFri Oct 9, 7:57 AM ET
Delta CEO: 'Safety is going to make the call' on launching Saudi Arabia flight
Delta is weighing whether to continue with its Riyadh, Saudi Arabia flight debut as planned.
Open article at CNBC → - Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companiesCNBC✓FreeThu Oct 8, 4:12 PM ET
Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companies
Starbucks has reportedly been working with advisers on a takeover proposal for Chipotle, but a potential deal comes with pros and cons for investors.
Open article at CNBC → - Inflation on many everyday items was entirely due to tariffs, NY Fed saysCNBC✓FreeThu Oct 8, 1:31 PM ET
Inflation on many everyday items was entirely due to tariffs, NY Fed says
Tariffs added 2.9 percentage points to inflation in 67 categories of goods by February 2026, researchers at the New York Federal Reserve found.
Open article at CNBC → - Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical'CNBC✓FreeThu Oct 8, 12:25 PM ET
Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical'
Skydance includes two film studios, the CBS broadcast network, a sprawling pay TV portfolio and streaming services Paramount+ and HBO Max.
Open article at CNBC → - Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimisticCNBC✓FreeThu Oct 8, 10:43 AM ET
Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic
Levi Strauss on Wednesday posted earnings that beat expectations, though it saw benefits from tariff refunds.
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WSJ
🔒︎PaidMKTSHard paywall- When companies stop driving a hard bargain, Cleveland Fed President Beth Hammack starts worryingWSJ🔒︎Paidby Nick TimiraosSun Oct 11, 10:00 AM ET
When companies stop driving a hard bargain, Cleveland Fed President Beth Hammack starts worrying
Beth Hammack says businesses’ pricing power and a sturdy economy show interest rates aren’t yet high enough to tame inflation.
Open article at WSJ → - Heard on the Street: Lennar and KB Home both say they are facing tougher competition from regular owners who are more motivated to sellWSJ🔒︎Paidby Carol RyanSun Oct 11, 5:30 AM ET
Heard on the Street: Lennar and KB Home both say they are facing tougher competition from regular owners who are more motivated to sell
Competition for buyers is heating up, which will force companies like Lennar and KB home to beef up incentives.
Open article at WSJ → - Answers to frequently asked questions about The Wall Street Journal's Economic Forecasting survey plus links to stories and archival data.WSJ🔒︎Paidby Anthony DeBarrosSun Oct 11, 5:29 AM ET
Answers to frequently asked questions about The Wall Street Journal's Economic Forecasting survey plus links to stories and archival data.
Answers to frequently asked questions about the survey plus links to survey stories and archival data.
Open article at WSJ →
- President Trump has formed a committee to evaluate the mortgage-fraud allegations made against Fed governor Lisa CookWSJ🔒︎Paidby Matt GrossmanFri Oct 9, 4:27 PM ET
President Trump has formed a committee to evaluate the mortgage-fraud allegations made against Fed governor Lisa Cook
The move signaled a renewed effort to fire the Biden-appointed Fed governor as part of the president’s desire to wield more control over the central bank.
Open article at WSJ → - Canada Jobless Rate Edges Up With Another Drop in EmploymentWSJ🔒︎Paidby Robb M. StewartFri Oct 9, 11:58 AM ET
Canada Jobless Rate Edges Up With Another Drop in Employment
Employers in Canada cut 68,300 jobs in September, nudging the unemployment rate up 0.1 percentage point to 6.5%.
Open article at WSJ → - Week Ahead for FX, Bonds: U.S. Inflation Data in FocusWSJ🔒︎PaidFri Oct 9, 11:58 AM ET
Week Ahead for FX, Bonds: U.S. Inflation Data in Focus
Investors will be focused on inflation data from the U.S., eurozone and China as well as U.K. economic growth figures and trade data out of China.
Open article at WSJ → - Consumer Sentiment Drops, per Michigan SurveyWSJ🔒︎Paidby Matt GrossmanFri Oct 9, 10:25 AM ET
Consumer Sentiment Drops, per Michigan Survey
The University of Michigan survey’s headline index fell to 46.3 in its preliminary October reading, versus 48.1 in September.
Open article at WSJ → - AI Investment Boom to Drive Fastest Global Trade Growth Since Financial Crisis, WTO ForecastsWSJ🔒︎Paidby Paul HannonThu Oct 8, 9:10 AM ET
AI Investment Boom to Drive Fastest Global Trade Growth Since Financial Crisis, WTO Forecasts
The Geneva-based body raised its growth forecast for the global trade in goods this year to 3.9% from 1.9%, and lifted its projection for next year to 4.1%…
Open article at WSJ → - U.S. Jobless Claims Slide Yet AgainWSJ🔒︎Paidby Dean SealThu Oct 8, 8:57 AM ET
U.S. Jobless Claims Slide Yet Again
The number of people who filed for unemployment benefits was 197,000 in the week through Oct. 3, lower than the revised 199,000 reported a week earlier, the…
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Bloomberg
🔒︎PaidMKTSHard paywall (limited free articles for registered users)- France Bond Crisis Revives Ghost of Europe's Sovereign Debt CrisisBloomberg🔒︎Paidby William Horobin, Alice Gledhill and Ania NussbaumSun Oct 11, 5:00 PM ET
France Bond Crisis Revives Ghost of Europe's Sovereign Debt Crisis
With the government unable to put its finances on sound footing, what happens between now and April's election could roil the whole euro zone.
Open article at Bloomberg → - Midwest Housing Affordability Worsens With Higher Home Prices, MortgagesBloomberg🔒︎Paidby Katy O'Donnell and Amanda AlbrightSun Oct 11, 11:00 AM ET
Midwest Housing Affordability Worsens With Higher Home Prices, Mortgages
In the region that’s often thought of as a refuge from the US housing squeeze, prices are rising and would-be buyers are feeling boxed out.
Open article at Bloomberg → - China Moves to Stave Off Wider EU Trade War With Hybrid DealBloomberg🔒︎Paidby Bloomberg NewsSun Oct 11, 9:52 AM ET
China Moves to Stave Off Wider EU Trade War With Hybrid Deal
With an agreement to curb exports of hybrid vehicles to the European Union, China is betting it can sidestep harsher restrictions from the 27-member bloc with…
Open article at Bloomberg → - Consumers Are Tapped and Wall Street Fears That’s a Rally KillerBloomberg🔒︎Paidby Geoffrey Morgan and Peyton ForteSun Oct 11, 9:00 AM ET
Consumers Are Tapped and Wall Street Fears That’s a Rally Killer
Americans have been relentlessly spending their paychecks despite rising prices, buying pickup trucks with diesel near record highs and steak dinners even as…
Open article at Bloomberg → - Healey Plans Short-Term UK Budget Giveaways to Limit Fiscal PainBloomberg🔒︎Paidby Joe Mayes and Philip AldrickSun Oct 11, 2:00 AM ET
Healey Plans Short-Term UK Budget Giveaways to Limit Fiscal Pain
Chancellor of the Exchequer John Healey wants to help British voters with the cost of living while staying within the limits of his country’s stretched public…
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- Australia Home Auction Clearance Rate Stuck Below 50% for Second WeekBloomberg🔒︎Paidby Peter VercoeSat Oct 10, 7:56 PM ET
Australia Home Auction Clearance Rate Stuck Below 50% for Second Week
Australia’s home auction clearance rate held below 50% for the second week in a row as the central bank’s move to raise interest rates to a 15-year high weighs…
Open article at Bloomberg → - US CPI to Show Overall Inflation Boosted by Higher Gasoline PricesBloomberg🔒︎Paidby Vince Golle and Craig StirlingSat Oct 10, 4:00 PM ET
US CPI to Show Overall Inflation Boosted by Higher Gasoline Prices
Higher gasoline prices probably led to quicker overall US inflation in September even as underlying price pressures moderated, supporting views that the…
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Investing.com
✓FreeMKTSFree; carries Reuters wire copy- What the sell off in bonds means for monetary policyInvesting.com✓FreeSun Oct 11, 2:07 PM ET
What the sell off in bonds means for monetary policy
No description in the publisher's feed.
Open article at Investing.com → - Iran rejects U.S. stance on Hormuz as Trump weighs strikes over Riyadh attacksInvesting.com✓FreeSun Oct 11, 1:47 PM ET
Iran rejects U.S. stance on Hormuz as Trump weighs strikes over Riyadh attacks
No description in the publisher's feed.
Open article at Investing.com → - Middle East war, high debt levels to dominate IMF-World Bank meetings in BangkokInvesting.com✓Freeby ReutersSun Oct 11, 11:30 AM ET
Middle East war, high debt levels to dominate IMF-World Bank meetings in Bangkok
No description in the publisher's feed.
Open article at Investing.com → - Deutsche Bank CEO warns extremist political gains risk investment in GermanyInvesting.com✓FreeSun Oct 11, 10:44 AM ET
Deutsche Bank CEO warns extremist political gains risk investment in Germany
No description in the publisher's feed.
Open article at Investing.com → - Bank earnings, CPI headline busy markets week as S&P 500 hovers near recordsInvesting.com✓Freeby ReutersSun Oct 11, 9:00 AM ET
Bank earnings, CPI headline busy markets week as S&P 500 hovers near records
No description in the publisher's feed.
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- Deutsche Bank CEO urges faster German reforms, calls for flexible labour lawsInvesting.com✓FreeSun Oct 11, 5:21 AM ET
Deutsche Bank CEO urges faster German reforms, calls for flexible labour laws
No description in the publisher's feed.
Open article at Investing.com → - Trump calls for new Ukrainian president as U.S. seeks Russian diesel suppliesInvesting.com✓FreeSun Oct 11, 3:20 AM ET
Trump calls for new Ukrainian president as U.S. seeks Russian diesel supplies
No description in the publisher's feed.
Open article at Investing.com → - World Bank in talks with dozens of countries about crisis aid, Banga saysInvesting.com✓Freeby ReutersSun Oct 11, 2:12 AM ET
World Bank in talks with dozens of countries about crisis aid, Banga says
No description in the publisher's feed.
Open article at Investing.com → - Could a change of government in Spain have big implications on energy policy?Investing.com✓FreeSat Oct 10, 9:42 PM ET
Could a change of government in Spain have big implications on energy policy?
No description in the publisher's feed.
Open article at Investing.com → - Global trust in science falls below pre-pandemic levels, survey findsInvesting.com✓FreeSat Oct 10, 8:23 PM ET
Global trust in science falls below pre-pandemic levels, survey finds
No description in the publisher's feed.
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Federal Reserve
✓FreeMACROOfficial press releases (public domain)- Federal Reserve Board releases results of the 2025 Survey of Consumer Finances, which provides the public and policymakers with detailed insights into the economic condition of American familiesFederal Reserve✓FreeFri Oct 9, 10:00 AM ET
Federal Reserve Board releases results of the 2025 Survey of Consumer Finances, which provides the public and policymakers with detailed insights into the economic condition of American families
No description in the publisher's feed.
Open article at Federal Reserve → - Federal Reserve Board announces enforcement action against American Express Company to address, among other things, the firm’s failure to sufficiently detect and report certain suspicious activity related to money launderingFederal Reserve✓FreeThu Oct 8, 4:30 PM ET
Federal Reserve Board announces enforcement action against American Express Company to address, among other things, the firm’s failure to sufficiently detect and report certain suspicious activity related to money laundering
No description in the publisher's feed.
Open article at Federal Reserve → - Minutes of the Federal Open Market Committee, September 15-16, 2026Federal Reserve✓FreeWed Oct 7, 2:00 PM ET
Minutes of the Federal Open Market Committee, September 15-16, 2026
No description in the publisher's feed.
Open article at Federal Reserve →
- Federal Reserve Board announces approval of application by Isabella Bank CorporationFederal Reserve✓FreeMon Oct 5, 4:30 PM ET
Federal Reserve Board announces approval of application by Isabella Bank Corporation
No description in the publisher's feed.
Open article at Federal Reserve → - Federal Reserve Board announces approval of application by Fleur Capital CorporationFederal Reserve✓FreeFri Oct 2, 4:45 PM ET
Federal Reserve Board announces approval of application by Fleur Capital Corporation
No description in the publisher's feed.
Open article at Federal Reserve → - Federal Reserve Board announces it will extend, until November 4, the comment period on its proposal to modernize Regulation OFederal Reserve✓FreeFri Oct 2, 4:00 PM ET
Federal Reserve Board announces it will extend, until November 4, the comment period on its proposal to modernize Regulation O
No description in the publisher's feed.
Open article at Federal Reserve → - Federal Reserve Board issues enforcement action with Ontario Bancorporation, Inc.Federal Reserve✓FreeFri Oct 2, 11:00 AM ET
Federal Reserve Board issues enforcement action with Ontario Bancorporation, Inc.
No description in the publisher's feed.
Open article at Federal Reserve → - Federal Reserve Board finalizes changes to enhance the transparency and public accountability of its stress test and reduce volatility in its stress test-related capital requirementsFederal Reserve✓FreeWed Sep 30, 9:00 AM ET
Federal Reserve Board finalizes changes to enhance the transparency and public accountability of its stress test and reduce volatility in its stress test-related capital requirements
No description in the publisher's feed.
Open article at Federal Reserve → - Agencies publish resolution plan feedback letters for 15 banking organizationsFederal Reserve✓FreeTue Sep 29, 4:00 PM ET
Agencies publish resolution plan feedback letters for 15 banking organizations
No description in the publisher's feed.
Open article at Federal Reserve →
Fed Speeches
✓FreeMACROOfficial speeches (public domain)- Waller, The Signaling Value of the Summary of Economic ProjectionsFed Speeches✓FreeThu Oct 8, 4:30 AM ET
Waller, The Signaling Value of the Summary of Economic Projections
Speech At the Istanbul Economic Forum, Central Bank of the Republic of Türkiye, Istanbul, Türkiye
Open article at Fed Speeches → - Bowman, Modernizing the Regulatory and Supervisory LandscapeFed Speeches✓FreeTue Oct 6, 10:45 AM ET
Bowman, Modernizing the Regulatory and Supervisory Landscape
Speech At the 2026 Community Banking Research Conference, sponsored by the Federal Reserve System, the Conference of State Bank Supervisors, and the Federal…
Open article at Fed Speeches → - Bowman, Modernizing Financial Regulation: Initial Observations from eSLRFed Speeches✓FreeThu Oct 1, 3:00 PM ET
Bowman, Modernizing Financial Regulation: Initial Observations from eSLR
Speech At the Atlantic Council 2026 CEO & Senior Management Summit, Washington, D.C.
Open article at Fed Speeches →
- Jefferson, The U.S. Economy and Monetary PolicyFed Speeches✓FreeThu Oct 1, 1:30 PM ET
Jefferson, The U.S. Economy and Monetary Policy
Speech At the Darden School of Business, University of Virginia, Charlottesville, Virginia
Open article at Fed Speeches → - Waller, The Data Version of Godzilla versus Kong: FRED Takes on AIFed Speeches✓FreeThu Oct 1, 10:00 AM ET
Waller, The Data Version of Godzilla versus Kong: FRED Takes on AI
Speech At "Navigating Trust, AI and Storytelling in a World of Data," FRED Con 2026, Federal Reserve Bank of St. Louis, St.
Open article at Fed Speeches → - Cook, The Dual Mandate in Rural AmericaFed Speeches✓FreeWed Sep 30, 3:25 PM ET
Cook, The Dual Mandate in Rural America
Speech At the 2026 Investing in Rural America Conference, Federal Reserve Bank of Richmond, Asheville, North Carolina
Open article at Fed Speeches → - Waller, Payments in the Age of AI AgentsFed Speeches✓FreeTue Sep 29, 3:00 PM ET
Waller, Payments in the Age of AI Agents
Speech At Sibos 2026, Miami, Florida
Open article at Fed Speeches → - Barr, Economic Conditions and Monetary PolicyFed Speeches✓FreeTue Sep 29, 12:40 PM ET
Barr, Economic Conditions and Monetary Policy
Speech At the Detroit Economic Club, Detroit, Michigan
Open article at Fed Speeches → - Bowman, Opening RemarksFed Speeches✓FreeTue Sep 29, 11:00 AM ET
Bowman, Opening Remarks
Speech At the Community Bank Cyber Workshop, Denver, Colorado (via pre-recorded video)
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BLS
✓FreeMACROOfficial releases: CPI, jobs, PPI, JOLTS (public domain)- Both payroll employment (+29,000) and unemployment rate (4.2%) change little in SeptemberBLS✓FreeFri Oct 2, 7:51 AM ET
Both payroll employment (+29,000) and unemployment rate (4.2%) change little in September
Both nonfarm payroll employment (+29,000) and the unemployment rate (4.2 percent) changed little in September. Employment in all major industries changed…
Open article at BLS →
BEA
✓FreeMACROOfficial releases: GDP, PCE, trade (public domain)- U.S. International Trade in Goods and Services, August 2026BEA✓FreeTue Oct 6, 8:30 AM ET
U.S. International Trade in Goods and Services, August 2026
The U.S. goods and services trade deficit increased in August 2026 according to the U.S. Bureau of Economic Analysis and the U.S.
Open article at BEA → - GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025BEA✓FreeWed Sep 30, 8:30 AM ET
GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025
Real gross domestic product (GDP) increased at an annual rate of 2.2 percent in the second quarter of 2026 (April, May, and June), according to the third…
Open article at BEA → - U.S. International Transactions and Investment Position, 2nd Quarter 2026BEA✓FreeThu Sep 24, 8:30 AM ET
U.S. International Transactions and Investment Position, 2nd Quarter 2026
The U.S. current-account deficit resulting from international economic transactions widened by $33.4 billion, or 15.7 percent, to $246.0 billion in the second…
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NPR Economy
✓FreeMACROFree- How personal data is being used to control what customers see and payNPR Economy✓Freeby Michelle AslamSun Oct 11, 5:16 PM ET
How personal data is being used to control what customers see and pay
NPR's Joel Rose speaks with Lindsay Owens, president of the economic think tank Groundwork Collaborative, about how companies using data to transform the…
Open article at NPR Economy → - It's taking longer to find a new job after losing oneNPR Economy✓Freeby Scott HorsleySun Oct 11, 5:00 AM ET
It's taking longer to find a new job after losing one
People who lose their jobs in this economy are taking longer to find new work. Nearly four in ten people exhaust their unemployment benefits before they land a…
Open article at NPR Economy → - Why American investors love European defense startupsNPR Economy✓Freeby Cooper Katz McKimFri Oct 9, 7:00 AM ET
Why American investors love European defense startups
As European defense spending takes off, just about half of the funding in Europe's defense tech industry is coming from American investors this year. One…
Open article at NPR Economy →
- Who will win the 2026 Nobel Prize in economics?NPR Economy✓Freeby Greg RosalskyWed Oct 7, 6:30 AM ET
Who will win the 2026 Nobel Prize in economics?
A thinly traded prediction market offers a starting point. We explore potential winners and the big ideas that could earn them economics' biggest prize.
Open article at NPR Economy → - What voters in 6 key states could tell us about the 2026 midtermsNPR Economy✓Freeby Majd Al-WaheidiTue Oct 6, 7:00 AM ET
What voters in 6 key states could tell us about the 2026 midterms
Morning Edition is heading to Maine, Texas, North Carolina, Georgia, Ohio and Michigan to hear what voters say is shaping their choices ahead of the midterm…
Open article at NPR Economy → - Economist Betsey Stevenson breaks down the gender gap in recent hiring reportsNPR Economy✓Freeby Scott SimonSat Oct 3, 7:47 AM ET
Economist Betsey Stevenson breaks down the gender gap in recent hiring reports
The U.S. economy added fewer jobs than expected last month and unemployment ticked up to 4.2%. NPR's Scott Simon talks to Betsey Stevenson, an economist at the…
Open article at NPR Economy → - The U.S. added only 29,000 jobs in September as job market lacks sparkNPR Economy✓Freeby Scott HorsleyFri Oct 2, 9:54 AM ET
The U.S. added only 29,000 jobs in September as job market lacks spark
U.S. employers added 29,000 jobs in September as the unemployment rate inched up to 4.2%. Job gains for July and August were revised down by a total of 60,000…
Open article at NPR Economy → - Why is diesel more expensive than regular gas?NPR Economy✓Freeby Cooper Katz McKimFri Oct 2, 7:00 AM ET
Why is diesel more expensive than regular gas?
Diesel hasn't always been more expensive than other gasoline. Then in 2004, a switch happened due to air quality standards, demand, and taxes.
Open article at NPR Economy → - U.S. employers add only 29,000 jobs in September, much less than AugustNPR Economy✓Freeby Scott HorsleyFri Oct 2, 6:47 AM ET
U.S. employers add only 29,000 jobs in September, much less than August
The Labor Department offered an update Friday on the strength of the U.S. job market. The news comes as long-term interest rates have been climbing.
Open article at NPR Economy →
The Economist
🔒︎PaidMACROHard paywall- Don’t feel sorry for millennials. They are living it up nowThe Economist🔒︎PaidSun Oct 11, 11:27 AM ET
Don’t feel sorry for millennials. They are living it up now
It is easy to exaggerate their economic woes
Open article at The Economist → - Governments are mishandling the affordability crisisThe Economist🔒︎PaidThu Oct 8, 5:26 AM ET
Governments are mishandling the affordability crisis
They should lift incomes, not suppress prices
Open article at The Economist → - Indian celebrations will be more expensive this yearThe Economist🔒︎PaidThu Oct 8, 5:25 AM ET
Indian celebrations will be more expensive this year
Blame soaring sugar prices
Open article at The Economist →
- Why shares are the new bricks and mortarThe Economist🔒︎PaidWed Oct 7, 2:47 PM ET
Why shares are the new bricks and mortar
Household wealth is flowing from property to stocks
Open article at The Economist → - In search of tax alphaThe Economist🔒︎PaidTue Oct 6, 1:41 PM ET
In search of tax alpha
The taxman is losing patience with Americans’ shrewd use of tax losses
Open article at The Economist → - The bond market sell-off is helping the dollarThe Economist🔒︎PaidMon Oct 5, 3:31 PM ET
The bond market sell-off is helping the dollar
But the strength of the greenback is not as reliable as in the past
Open article at The Economist → - The world is facing an almighty LNG crunchThe Economist🔒︎PaidSun Oct 4, 1:11 PM ET
The world is facing an almighty LNG crunch
In time it could bring about an equally disruptive glut
Open article at The Economist → - Governments want to hold America’s shares more than its debtsThe Economist🔒︎PaidThu Oct 1, 5:08 AM ET
Governments want to hold America’s shares more than its debts
When countries switch towards riskier assets, the global economy feels the consequences
Open article at The Economist → - Research on grasping bureaucrats startles SingaporeThe Economist🔒︎PaidThu Oct 1, 5:07 AM ET
Research on grasping bureaucrats startles Singapore
It is more revealing about its academic culture than its civil service
Open article at The Economist →
NYT
◐LimitedMACROMetered paywall- Whistle-Blower Says I.R.S. Leaked His Tax Records in RetaliationNYT◐Limitedby Jesse DruckerFri Oct 9, 11:04 AM ET
Whistle-Blower Says I.R.S. Leaked His Tax Records in Retaliation
Brian J. Visalli, a veteran investigator of tax fraud, said in a lawsuit that the agency had sent his personal and tax information to federal prosecutors.
Open article at NYT → - Highest Mortgage Rates in 3 Years Chills the Housing MarketNYT◐Limitedby Gregory SchmidtFri Oct 9, 10:08 AM ET
Highest Mortgage Rates in 3 Years Chills the Housing Market
The average 30-year fixed-rate mortgage rose to 7.4 percent, putting more pressure on Americans struggling to afford to buy a home.
Open article at NYT → - A.I. Fueled More Resilient Global Growth, W.T.O. SaysNYT◐Limitedby Ana SwansonThu Oct 8, 10:07 PM ET
A.I. Fueled More Resilient Global Growth, W.T.O. Says
The World Trade Organization said that the drag on global trade from the war in the Middle East was more than offset by spending on goods related to artificial…
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- U.S. Trade Deficit Hits 17-Month High Despite Trump’s TariffsNYT◐Limitedby Ana SwansonTue Oct 6, 11:01 AM ET
U.S. Trade Deficit Hits 17-Month High Despite Trump’s Tariffs
Imports and the trade deficit have ballooned in recent months, defying the Trump administration’s efforts to reduce it through tariffs.
Open article at NYT → - War With Iran Is Forcing the World to Reckon With Geography’s PowerNYT◐Limitedby Patricia CohenMon Oct 5, 9:41 PM ET
War With Iran Is Forcing the World to Reckon With Geography’s Power
Trade blockages in the Persian Gulf have reminded the world that there are forces as great as or greater than technology and globalization.
Open article at NYT → - Hiring Slows as U.S. Jobs Report Shows Labor Market Shifting Into Lower GearNYT◐Limitedby Talmon Joseph SmithFri Oct 2, 1:09 PM ET
Hiring Slows as U.S. Jobs Report Shows Labor Market Shifting Into Lower Gear
The economy added fewer jobs in September and unemployment ticked up, while inflation has maintained pressure on markets and raised costs.
Open article at NYT → - Black Unemployment Rose Sharply in September, Jobs Report ShowsNYT◐Limitedby Ben Casselman and Talmon Joseph SmithFri Oct 2, 12:41 PM ET
Black Unemployment Rose Sharply in September, Jobs Report Shows
Economists had taken a recent drop in Black unemployment as a hopeful sign that job gains were lifting a broad share of workers.
Open article at NYT → - Here’s the latest.NYT◐Limitedby Talmon Joseph SmithFri Oct 2, 11:59 AM ET
Here’s the latest.
No description in the publisher's feed.
Open article at NYT → - Soft Jobs Report Boosts Market Bets Fed Will Skip October Rate IncreaseNYT◐Limitedby Colby SmithFri Oct 2, 11:50 AM ET
Soft Jobs Report Boosts Market Bets Fed Will Skip October Rate Increase
The odds of an interest rate change at the Federal Reserve’s meeting in late October have dropped following a softer jobs report and strong signaling from bank…
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Guardian Business
✓FreeMACROArticles readable without an account- Trump’s deal with Putin will have little impact on US diesel prices, experts sayGuardian Business✓Freeby Simon GoodleySun Oct 11, 11:56 AM ET
Trump’s deal with Putin will have little impact on US diesel prices, experts say
Analysts say fuel will take weeks to ship and quantity is too small to affect prices, while full deal is unlikely to be met given damage to Russian refineries…
Open article at Guardian Business → - US’s Reagan-era economic promises return as Trump’s AI-fueled growth fantasyGuardian Business✓Freeby Eduardo PorterSun Oct 11, 7:00 AM ET
US’s Reagan-era economic promises return as Trump’s AI-fueled growth fantasy
‘Even if AI supercharged the economy, its impact on the government’s finances would be muted’ Back through political history to the age of Ronald Reagan…
Open article at Guardian Business → - Labour has got the message – developing nations suffer most from bond market turmoil | Heather StewartGuardian Business✓Freeby Heather Stewart in BangkokSun Oct 11, 6:11 AM ET
Labour has got the message – developing nations suffer most from bond market turmoil | Heather Stewart
Just as Brown and Blair did in 2005, Andy Burnham aims to champion debt relief to help developing countries Developing nations face triple shock, UN warns From…
Open article at Guardian Business → - Developing nations face triple shock from energy crisis, El Niño and borrowing costs, UN warnsGuardian Business✓Freeby Heather Stewart Economics editorSun Oct 11, 12:00 AM ET
Developing nations face triple shock from energy crisis, El Niño and borrowing costs, UN warns
UN’s development arm calls for urgent action as crises could ‘throw tens if not hundreds of millions back into poverty’ Developing countries face a triple…
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- France’s dilemma: protesters demand spending as markets require fiscal restraintGuardian Business✓Freeby Phillip InmanSat Oct 10, 12:00 AM ET
France’s dilemma: protesters demand spending as markets require fiscal restraint
Waves of protests expose debt crisis faced by French government, but political wrangling is stalling an escape plan. Is there a way out?
Open article at Guardian Business → - Oil prices fall as Trump pauses Iran attacks, China restarts fuel exports – as it happenedGuardian Business✓Freeby Kalyeena MakortoffFri Oct 9, 10:12 AM ET
Oil prices fall as Trump pauses Iran attacks, China restarts fuel exports – as it happened
Brent crude prices fell on Friday as president Donald Trump promised not to attack Iran ahead of the US midterm elections in November Data storage firm…
Open article at Guardian Business → - EU ‘pulling out all stops’ with minerals projects as it tries to avert China trade warGuardian Business✓Freeby Lisa O’CarrollFri Oct 9, 9:31 AM ET
EU ‘pulling out all stops’ with minerals projects as it tries to avert China trade war
Commissioner Stéphane Séjourné says bloc will support 46 strategic projects including lithium and rare earths plants The EU is “pulling out all the stops” to…
Open article at Guardian Business → - Send us your questions for economist Isabella Weber on inflation and affordabilityGuardian Business✓Freeby Guardian community teamFri Oct 9, 7:08 AM ET
Send us your questions for economist Isabella Weber on inflation and affordability
First Edition newsletter will be hosting a reader Q&A with economist Isabella Weber, a leading voice on inflation, affordability and cost of living and now’s…
Open article at Guardian Business → - Send us your questions on how the US economy is shaping the midterm electionsGuardian Business✓Freeby Guardian community teamThu Oct 8, 10:45 AM ET
Send us your questions on how the US economy is shaping the midterm elections
Our business, labor and consumer rights reporters will answer your questions in a live Q&A on Thursday 15 October The US economy is top of voters’ minds ahead…
Open article at Guardian Business → - Badenoch’s inheritance tax gambit makes no economic sense | Heather StewartGuardian Business✓Freeby Heather Stewart Economics editorWed Oct 7, 1:16 PM ET
Badenoch’s inheritance tax gambit makes no economic sense | Heather Stewart
The Tory leader’s proposal to slash the tax would shovel £6bn of taxpayer money to the already-wealthy Kemi Badenoch’s inheritance tax gambit is a Conservative…
Open article at Guardian Business →
Fox Business
✓FreeMKTSFree- Americans' retirement savings grow as more families participate in plansFox Business✓FreeFri Oct 9, 2:27 PM ET
Americans' retirement savings grow as more families participate in plans
Federal Reserve data shows retirement account balances jumped 11% to a median $106,000 as 401(k) and IRA enrollment hit 54.9% of U.S. families.
Open article at Fox Business → - Affordable starter homes are still a reality in these major US citiesFox Business✓FreeFri Oct 9, 1:30 PM ET
Affordable starter homes are still a reality in these major US cities
Starter home prices surged 30.8% since 2019, with more than 21,000 fewer homes at entry-level prices as condos now make up a larger share of inventory.
Open article at Fox Business → - Lyft agrees to $272 million settlement over California wage theft claimsFox Business✓FreeThu Oct 8, 10:50 PM ET
Lyft agrees to $272 million settlement over California wage theft claims
Lyft has agreed to pay $272.5 million to settle a lawsuit brought by California officials over alleged wage theft and driver misclassification
Open article at Fox Business →
- Jeff Bezos says socialism gains traction because of 'real affordability problems,' lack of real solutionsFox Business✓FreeThu Oct 8, 4:07 PM ET
Jeff Bezos says socialism gains traction because of 'real affordability problems,' lack of real solutions
Jeff Bezos calls housing a simple supply and demand problem, pointing to Austin as proof that government intervention often backfires on affordability.
Open article at Fox Business → - Mortgage rates rise for seventh straight week, squeezing homebuyersFox Business✓FreeThu Oct 8, 12:23 PM ET
Mortgage rates rise for seventh straight week, squeezing homebuyers
The average rate on a 30-year fixed mortgage rose this week to 7.4%, according to the latest Freddie Mac data released Thursday. That is up from last week's…
Open article at Fox Business → - California leads nation in Gen Z exodus as young residents flock to TexasFox Business✓FreeThu Oct 8, 11:26 AM ET
California leads nation in Gen Z exodus as young residents flock to Texas
South Carolina led all states in net Gen Z gains while California lost over 58,000 young adults as affordability drove migration across state lines.
Open article at Fox Business → - Amazon to cut nearly 1,000 white-collar jobs across stores division and other units: reportFox Business✓FreeThu Oct 8, 4:54 AM ET
Amazon to cut nearly 1,000 white-collar jobs across stores division and other units: report
Amazon's stores division bears the brunt of the latest cuts affecting employees in the U.S., India and the United Kingdom across divisions.
Open article at Fox Business → - More than 265K Ram vehicles facing recall over steering defect, regulators sayFox Business✓FreeWed Oct 7, 10:44 PM ET
More than 265K Ram vehicles facing recall over steering defect, regulators say
More than 265,000 Ram ProMaster vans face a recall due to a defect that allows water to damage the power steering system with no warning given to drivers.
Open article at Fox Business → - Americans heating their homes this winter face a stark cost divideFox Business✓FreeWed Oct 7, 4:04 PM ET
Americans heating their homes this winter face a stark cost divide
EIA's winter outlook shows heating costs dropping for gas and propane homes, while electric and heating oil users face higher bills due to diverging fuel…
Open article at Fox Business →
Wolf Street
✓FreeMACROFree- US Government Sold $728 Billion of Treasuries this Week. Yields at the 3-Year, 10-Year, 30-Year Auctions Highest in 20+ Years, Demand Emerges. Short-Term Yields See Rate HikeWolf Street✓Freeby Wolf RichterSat Oct 10, 9:37 PM ET
US Government Sold $728 Billion of Treasuries this Week. Yields at the 3-Year, 10-Year, 30-Year Auctions Highest in 20+ Years, Demand Emerges. Short-Term Yields See Rate Hike
The bond market is functioning again after the Fed’s interest rate repression between 2008-2022 had broken it.
Open article at Wolf Street → - Despite the AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock ValuationsWolf Street✓Freeby Wolf RichterFri Oct 9, 7:07 PM ET
Despite the AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock Valuations
With the stunning amount of capital getting sucked up while the AI revenue model is in fantasy land, you’d think it would be Panic City. But no.
Open article at Wolf Street → - Status of the Commercial Real Estate Debt and Who Owns it in 2026Wolf Street✓Freeby Wolf RichterThu Oct 8, 10:43 PM ET
Status of the Commercial Real Estate Debt and Who Owns it in 2026
The government is the most aggressive CRE lender. But even CMBS balances are surging again, water under bridge?
Open article at Wolf Street →
- Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro AreaWolf Street✓Freeby Wolf RichterThu Oct 8, 7:55 AM ET
Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro Area
The ECB shed €95 billion of QE Bonds & Loans in Q3. Since mid-2022, QE assets dropped by 53%!
Open article at Wolf Street → - Thoughts on the 10-Year Treasury Auction’s 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath ContinuedWolf Street✓Freeby Wolf RichterWed Oct 7, 3:29 PM ET
Thoughts on the 10-Year Treasury Auction’s 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath Continued
The bond market is coming out from under 14 years of interest rate repression and is doing its thing, the way it is supposed to. And that’s what Warsh wants it…
Open article at Wolf Street → - Mortgage Rates Jump to 7.5%, Home Buyers Pull Back Further, Demand SagsWolf Street✓Freeby Wolf RichterWed Oct 7, 12:56 PM ET
Mortgage Rates Jump to 7.5%, Home Buyers Pull Back Further, Demand Sags
Mortgage applications to purchase a home plunged and to refinance a home collapsed.
Open article at Wolf Street → - Though Pussyfooting Around on Rate Hikes, the Bank of Japan Pushes QT to Prop Up the Plunging YenWolf Street✓Freeby Wolf RichterWed Oct 7, 2:18 AM ET
Though Pussyfooting Around on Rate Hikes, the Bank of Japan Pushes QT to Prop Up the Plunging Yen
Its QT is substantial and ongoing and impacts long-term yields of Japanese Government Bonds.
Open article at Wolf Street → - Home Sellers Grapple with Reality: Listing Prices Drop in Florida, California, Texas, and Suddenly even in New YorkWolf Street✓Freeby Wolf RichterTue Oct 6, 4:22 PM ET
Home Sellers Grapple with Reality: Listing Prices Drop in Florida, California, Texas, and Suddenly even in New York
In New York, until recently a beacon of strength, the bottom fell out over the summer.
Open article at Wolf Street → - Office CMBS Delinquency Rate Re-Spikes to 12.2%, Far Worse than Financial Crisis Peak. End of Extend-and-Pretend LoomsWolf Street✓Freeby Wolf RichterMon Oct 5, 10:22 PM ET
Office CMBS Delinquency Rate Re-Spikes to 12.2%, Far Worse than Financial Crisis Peak. End of Extend-and-Pretend Looms
The dictum morphs from “Survive till ’25” (when low interest rates were supposed to return) to “Sell at today’s price, or the lender will.”
Open article at Wolf Street →
Employ America
✓FreeMACROFree- September 2026 Core-Cast Inflation PreviewEmploy America✓Freeby Vikas PatelFri Oct 9, 10:13 AM ET
September 2026 Core-Cast Inflation Preview
No description in the publisher's feed.
Open article at Employ America → - US Activity Update - 10/7/2026: Tracking AI's Impact on GDP + Unpacking the September Jobs ReportEmploy America✓Freeby Vikas PatelWed Oct 7, 5:00 PM ET
US Activity Update - 10/7/2026: Tracking AI's Impact on GDP + Unpacking the September Jobs Report
Composite Activity slips to 1.12σ from 1.16σ.
Open article at Employ America → - Fedviews and Fedspeak Monitor 10/5/26Employ America✓Freeby Preston MuiMon Oct 5, 1:55 PM ET
Fedviews and Fedspeak Monitor 10/5/26
Key Committee members pushed back against the idea of hiking again in October, opting for a more gradual approach.
Open article at Employ America →
- September 2026 Labor Market RecapEmploy America✓Freeby Vikas PatelFri Oct 2, 2:13 PM ET
September 2026 Labor Market Recap
The unemployment rate edged up by 0.03pp to 4.18% in September. Nonfarm payrolls came in below expectations at +29,000; private payrolls came in at +46,000.
Open article at Employ America → - US Activity Update - 10/1/2026: 2Q2026 Real GDP Revised Up To 2.2%; Data Center Construction Spending Hits Another RecordEmploy America✓Freeby Vikas PatelThu Oct 1, 5:54 PM ET
US Activity Update - 10/1/2026: 2Q2026 Real GDP Revised Up To 2.2%; Data Center Construction Spending Hits Another Record
Composite Activity edges down ~0.01σ to +1.16σ since September 25.
Open article at Employ America → - Quick Fed Views Update 10/1/2026Employ America✓Freeby Vikas PatelThu Oct 1, 1:52 PM ET
Quick Fed Views Update 10/1/2026
No description in the publisher's feed.
Open article at Employ America → - Employ America’s Statement on the Release of the Bipartisan American Affordability and Jobs ActEmploy America✓Freeby Skanda AmarnathThu Oct 1, 8:15 AM ET
Employ America’s Statement on the Release of the Bipartisan American Affordability and Jobs Act
Employ America applauds Senators Capito, Heinrich, Lee, and Whitehouse on the introduction of the Bipartisan American Affordability and Jobs Act of 2026, and…
Open article at Employ America → - August 2026 Core-Cast Post-PCEEmploy America✓Freeby Vikas PatelWed Sep 30, 5:06 PM ET
August 2026 Core-Cast Post-PCE
Summary Month-over-month core PCE came in at +25bps (vs 28bps nowcast) while the year-over-year core PCE reading came in at 3.01% (vs 3.14% nowcast). While…
Open article at Employ America → - How It Happened: Calling the Fed's Hawkish Turn EarlyEmploy America✓Freeby Preston MuiWed Sep 30, 5:30 AM ET
How It Happened: Calling the Fed's Hawkish Turn Early
In 2026, the Fed moved from an easing bias to a hold to a hike, catching up to the data with a lag at every stage. We look back at how (1) a bottoms-up read of…
Open article at Employ America →
Conversable Economist
✓FreeMACROFree- A Tax-Side Agenda for Addressing US Budget DeficitsConversable Economist✓Freeby conversableeconomistThu Oct 8, 2:06 PM ET
A Tax-Side Agenda for Addressing US Budget Deficits
Om 2026, the federal government is on track to spend $7.4 trillion, and $1.9 trillion–about one-quarter of the total–will be newly borrowed money. It’s one…
Open article at Conversable Economist → - The Challenge of US Rural DevelopmentConversable Economist✓Freeby conversableeconomistTue Oct 6, 3:48 PM ET
The Challenge of US Rural Development
The first challenge of discussing US rural areas is to define them. I remember once reading a poetic definition that a rural area is a place where the shape of…
Open article at Conversable Economist → - Equity in K-12 School SpendingConversable Economist✓Freeby conversableeconomistMon Oct 5, 2:45 PM ET
Equity in K-12 School Spending
A long-time concern in the US K-12 schooling system is that local property taxes within each school district are a primary source of funding. As a result…
Open article at Conversable Economist →
- Financial Literacy: How Many Can Pass the Test?Conversable Economist✓Freeby conversableeconomistFri Oct 2, 1:15 PM ET
Financial Literacy: How Many Can Pass the Test?
Financial literacy is meant to be basic stuff. For an example of how basic, here are eight questions from what is called the GFLEC Personal Finance Index.
Open article at Conversable Economist → - Interview with Gita Gopinath: Trade and CurrenciesConversable Economist✓Freeby conversableeconomistThu Oct 1, 1:30 PM ET
Interview with Gita Gopinath: Trade and Currencies
Tyler Cowen serves up the questions in “Gita Gopinath on Trade, Currencies, and Economic Transformation” (Conversations with Tyler, September 25, 2026).…
Open article at Conversable Economist → - Interview with Ariel Pakes: The Inner Workings of Product MarketsConversable Economist✓Freeby conversableeconomistTue Sep 29, 11:00 AM ET
Interview with Ariel Pakes: The Inner Workings of Product Markets
Jeff Horwich serves as interlocutor in “Interview with Ariel Pakes: To understand the broader economy, unlock the inner workings of product markets” (Federal…
Open article at Conversable Economist → - I Would Like the Value of My Home to Rise, While My Property Taxes FallConversable Economist✓Freeby conversableeconomistMon Sep 28, 11:00 AM ET
I Would Like the Value of My Home to Rise, While My Property Taxes Fall
Many of us are inconsistent in our economic desires. I would like the price of my home to rise, because it increases my wealth, but I would also like the…
Open article at Conversable Economist → - S-Shaped Utility Curves, Poverty, and Risk-TakingConversable Economist✓Freeby conversableeconomistFri Sep 25, 11:00 AM ET
S-Shaped Utility Curves, Poverty, and Risk-Taking
When economists think about how much utility is gained from additional economic resources the basic assumption is that an additional amount of income or wealth…
Open article at Conversable Economist → - A US Federal Budget ChartbookConversable Economist✓Freeby conversableeconomistThu Sep 24, 11:00 AM ET
A US Federal Budget Chartbook
For some people, their pulse beats faster when their favorite sports team wins, or their favorite musician drops a new album. For others, pulse and respiration…
Open article at Conversable Economist →
Marginal Revolution
✓FreeMACROFree- The economics of agentsMarginal Revolution✓Freeby Tyler CowenSun Oct 11, 12:56 AM ET
The economics of agents
From Patrick Collison: Assorted things I’ve been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence.…
Open article at Marginal Revolution → - Earth facts of the dayMarginal Revolution✓Freeby Tyler CowenSat Oct 10, 3:31 AM ET
Earth facts of the day
Global call center headcount is 5.3% below its December 2023 peak, ending more than a decade of growth. It has fallen year over year for eight straight…
Open article at Marginal Revolution →
Econbrowser
✓FreeMACROFree- Judy Shelton @ TreasuryEconbrowser✓Freeby Menzie ChinnFri Oct 9, 7:38 PM ET
Judy Shelton @ Treasury
From Bloomberg: Treasury Secretary Scott Bessent named Judy Shelton, a former nominee to the Federal Reserve board and a onetime gold-standard enthusiast, as…
Open article at Econbrowser → - U.Mich. Sentiment Down (Again)Econbrowser✓Freeby Menzie ChinnFri Oct 9, 5:32 PM ET
U.Mich. Sentiment Down (Again)
Preliminary at 46.3 < 47.5 Bloomberg consensus with expectations above consensus, and current conditions below. Here’s a picture of indicators, using the…
Open article at Econbrowser → - Reconciling AI Expected Revenues to CapExEconbrowser✓Freeby Menzie ChinnTue Oct 6, 4:44 PM ET
Reconciling AI Expected Revenues to CapEx
Jared Bernstein, along with others, calculates the revenues needed to rationalize the AI capital investment in place and planned. Source: Callum Williams via J.
Open article at Econbrowser →
- The Employment Release and Business Cycle IndicatorsEconbrowser✓Freeby Menzie ChinnFri Oct 2, 1:28 PM ET
The Employment Release and Business Cycle Indicators
Employment downside surprise, +29K vs +89, with cumulative 81K downward revisions to previous two months. Taking into account early benchmark, it’s not…
Open article at Econbrowser → - The Term Spread As Recession Predictor, Post-2024Econbrowser✓Freeby Menzie ChinnThu Oct 1, 12:12 AM ET
The Term Spread As Recession Predictor, Post-2024
Using a plain vanilla term spread model (spread, short rate), what remains? From notes for tomorrow’s lecture.
Open article at Econbrowser → - Business Cycle Indicators: Real GDP, Personal Income Trajectory Revised UpEconbrowser✓Freeby Menzie ChinnWed Sep 30, 2:53 PM ET
Business Cycle Indicators: Real GDP, Personal Income Trajectory Revised Up
Q2 GDP growth revised up 0.7 ppts, path of personal income ex-transfers up due to revised deflator. Here are the key indicators followed by the NBER’s Business…
Open article at Econbrowser → - Strategic Petroleum Reserves through 9/18Econbrowser✓Freeby Menzie ChinnTue Sep 29, 3:09 PM ET
Strategic Petroleum Reserves through 9/18
From EIA: From Bloomberg today: The US ordered another release of oil from emergency reserves — and urged European nations to do likewise — as the Trump…
Open article at Econbrowser → - Diesel up 67.5% Relative to Pre-WarEconbrowser✓Freeby Menzie ChinnTue Sep 29, 2:39 PM ET
Diesel up 67.5% Relative to Pre-War
From the Gasoline and Diesel Fuel Update: A slight respite, but oil prices have risen again, so probably brief. Costs for trucking: Source: WSJ.
Open article at Econbrowser → - Confidence Slips (Way) Below ConsensusEconbrowser✓Freeby Menzie ChinnTue Sep 29, 12:09 PM ET
Confidence Slips (Way) Below Consensus
Conference Board index registers 81.9 vs consensus 89.2 (and previous 88.6). It’s currently three standard deviations below mean.
Open article at Econbrowser →
PIIE
✓FreeMACROFree- How do we deal with Chinese overcapacity?PIIE✓Freeby Cecilia Malmström, Yeling Tan, Alicia García-Herrero, NicolaSun Oct 11, 5:36 PM ET
How do we deal with Chinese overcapacity?
The summit between Presidents Donald Trump and Xi Jinping did not deliver much, except for some lowering of tariffs, and there was no agreement on long-term…
Open article at PIIE → - Labor markets and structural transformation in times of change: AI and demographic shiftsPIIE✓FreeSun Oct 11, 5:36 PM ET
Labor markets and structural transformation in times of change: AI and demographic shifts
The Peterson Institute for International Economics has organized, jointly with theInternational Monetary Fund (IMF), the Organization for Economic Cooperation…
Open article at PIIE → - The birth of the EU Anti–Money Laundering AuthorityPIIE✓Freeby Nicolas Véron, Raluca PrunaThu Oct 8, 9:00 AM ET
The birth of the EU Anti–Money Laundering Authority
Following years of consultations and deliberations, the European Union enacted legislation in 2024 creating the Anti–Money Laundering Authority (AMLA), a new…
Open article at PIIE →
- Inu Manak on the future of North American economic integrationPIIE✓Freeby Anjali V. Bhatt, Inu ManakWed Oct 7, 5:30 PM ET
Inu Manak on the future of North American economic integration
PIIE Insider LIVE gets even livelier! Host Anjali V.
Open article at PIIE → - Global GDP expansion to hold firm in 2027 as AI boom continues, high energy prices retreatPIIE✓Freeby Karen DynanWed Oct 7, 8:00 AM ET
Global GDP expansion to hold firm in 2027 as AI boom continues, high energy prices retreat
The global economy continues to expand at a solid pace despite a challenging environment, according to analysis presented at the Peterson Institute for…
Open article at PIIE → - Global growth remains solid in a challenging environmentPIIE✓Freeby Karen DynanTue Oct 6, 1:00 PM ET
Global growth remains solid in a challenging environment
The global economy continues to expand at a solid pace, as the artificial intelligence (AI) boom helps cushion the effects of increased energy prices…
Open article at PIIE → - Global Economic Prospects: Fall 2026PIIE✓Freeby Michael A. Clemens, Karen Dynan, Inu Manak, Maurice ObstfeldTue Oct 6, 1:00 PM ET
Global Economic Prospects: Fall 2026
The Peterson Institute for International Economics presents the fall 2026 PIIE Global Economic Prospects, the Institute's semiannual outlook for the US and…
Open article at PIIE → - Trump's state capitalism reaches a high-water markPIIE✓Freeby Gary Clyde Hufbauer, Katelyn HetrickTue Oct 6, 9:00 AM ET
Trump's state capitalism reaches a high-water mark
The practice of the US government taking equity ownership in private sector corporations, known as state capitalism,[1] has occurred on and off over the years…
Open article at PIIE → - AI and economic transformation: Growth, adoption, and who captures the gainsPIIE✓Freeby Martin Chorzempa, Anton Korinek, Anna Stansbury, Filiz UnsalTue Oct 6, 9:00 AM ET
AI and economic transformation: Growth, adoption, and who captures the gains
Artificial intelligence (AI) is advancing rapidly and could reshape productivity, economic growth, jobs, and living standards. But AI gains are unlikely to be…
Open article at PIIE →
CEPR VoxEU
✓FreeMACROFree- Fiscal populism and monetary policy rulesCEPR VoxEU✓Freeby Luis I. Jácome, Nicolas Magud, Samuel Pienknagura, Martín UrSat Oct 10, 7:00 PM ET
Fiscal populism and monetary policy rules
Populism may not only have contemporary but also long-term effects on the macroeconomy. Using data for advanced economies and emerging markets since 1960, this…
Open article at CEPR VoxEU → - Ideas and firm dynamics when it takes two to tangoCEPR VoxEU✓Freeby Seula Kim, Jane Olmstead-Rumsey, Honghao WangSat Oct 10, 7:00 PM ET
Ideas and firm dynamics when it takes two to tango
Innovation has increasingly become a team activity, while inventors have become more concentrated in large firms. This column argues that these trends are…
Open article at CEPR VoxEU → - Financing the AI buildout before the risks go off balance sheetCEPR VoxEU✓Freeby Stijn Van NieuwerburghFri Oct 9, 7:00 PM ET
Financing the AI buildout before the risks go off balance sheet
The AI boom is usually discussed as a contest over models, chips, and productivity. This column argues that it is also a large physical infrastructure and…
Open article at CEPR VoxEU →
- Your debt, my inflation: The role of trust in the ECBCEPR VoxEU✓Freeby Francesco Bianchi, Renato Faccini, Leonardo Melosi, Nils WehFri Oct 9, 7:00 PM ET
Your debt, my inflation: The role of trust in the ECB
High public debt in several euro-area countries has renewed the debate over a central question: can fiscal pressures in one member state affect inflation…
Open article at CEPR VoxEU → - Not Wearing PradaCEPR VoxEU✓FreeThu Oct 8, 7:00 PM ET
Not Wearing Prada
Since March 2022, it has been harder to buy an iPhone in Russia, because Apple chose to stop selling there. So did Prada, Renault, Starbucks, Nike and more…
Open article at CEPR VoxEU → - Protecting indigenous cultural resources from within the IP systemCEPR VoxEU✓Freeby Alexander Cuntz, Alessio Muscarnera, Egbert AmoncioThu Oct 8, 7:00 PM ET
Protecting indigenous cultural resources from within the IP system
Across food, tourism, cosmetics, and luxury goods, indigenous language and heritage increasingly anchor premium market positions, but when it comes to…
Open article at CEPR VoxEU → - A Mediterranean Community of Human CapitalCEPR VoxEU✓Freeby Hakim El Karoui, Marc ReverdinThu Oct 8, 7:00 PM ET
A Mediterranean Community of Human Capital
Europe's shrinking workforce is weighing on its productivity and welfare systems. Meanwhile, its southern Mediterranean neighbours currently produce growing…
Open article at CEPR VoxEU → - Covered interest parity deviations and financial market frictions: Six decades of evidenceCEPR VoxEU✓Freeby Olivier Accominotti, Jason Cen, David Chambers, Victor DegorThu Oct 8, 7:00 PM ET
Covered interest parity deviations and financial market frictions: Six decades of evidence
Persistent deviations from the covered interest parity no-arbitrage condition are viewed as evidence of the new and central role of balance sheet constraints…
Open article at CEPR VoxEU → - Cultural norms matter for macroeconomic developmentCEPR VoxEU✓Freeby Sriram BalasubramanianWed Oct 7, 7:00 PM ET
Cultural norms matter for macroeconomic development
Interest in the role of cultural norms, institutions, and development has resurfaced in recent years especially post the 2024 Nobel Prize in Economics. This…
Open article at CEPR VoxEU →
Naked Capitalism
✓FreeMACROFree- Links 10/11/2026Naked Capitalism✓Freeby Haig HovanessSun Oct 11, 6:55 AM ET
Links 10/11/2026
No description in the publisher's feed.
Open article at Naked Capitalism → - The Sunday Morning Movie Presents: Kiseye Berendj AKA Bag Of Rice (1998) Run Time: 1H 20M Plus Bonuses!Naked Capitalism✓Freeby semper loquiturSun Oct 11, 6:30 AM ET
The Sunday Morning Movie Presents: Kiseye Berendj AKA Bag Of Rice (1998) Run Time: 1H 20M Plus Bonuses!
Dear readers, The site from which I get the majority of my films, rarefilmm.com, is in danger of shutting down. Apparently, donations to the site have dropped…
Open article at Naked Capitalism → - Iran War: Saudi Airports and Oil Facilities Blasted Again and AgainNaked Capitalism✓Freeby Nat Wilson TurnerSun Oct 11, 6:05 AM ET
Iran War: Saudi Airports and Oil Facilities Blasted Again and Again
Yemen's Ansar Allah pounded Saudi Arabia Saturday, injuring hundreds at the Riyadh airport but also halting flights at King Fahd airport in Dammam while rumors…
Open article at Naked Capitalism → - When Will Politicians Turn to MMT?Naked Capitalism✓Freeby Conor GallagherSun Oct 11, 5:00 AM ET
When Will Politicians Turn to MMT?
Richard Murphy makes the case for MMT in the aftermath of one of several looming crises.
Open article at Naked Capitalism →
- Links 10/10/2026Naked Capitalism✓Freeby Conor GallagherSat Oct 10, 6:55 AM ET
Links 10/10/2026
No description in the publisher's feed.
Open article at Naked Capitalism → - Iran War: IRGC and Ansar Allah Fire Away At Tankers, Oil Facilities, AirportsNaked Capitalism✓Freeby Nat Wilson TurnerSat Oct 10, 6:05 AM ET
Iran War: IRGC and Ansar Allah Fire Away At Tankers, Oil Facilities, Airports
The IRGC hit at least one more tanker in the Strait Friday, while Ansar Allah hit more Saudi oil facilities and airlines cancelled flights. Combat raged in…
Open article at Naked Capitalism → - Michael Hudson on the Oil MarketsNaked Capitalism✓Freeby Yves SmithSat Oct 10, 2:17 AM ET
Michael Hudson on the Oil Markets
Michael Hudson gives an immediate and longer-term take on the state of the oil market.
Open article at Naked Capitalism → - Coffee Break: Reflections on Science During Nobel Prize WeekNaked Capitalism✓Freeby KLGFri Oct 9, 2:00 PM ET
Coffee Break: Reflections on Science During Nobel Prize Week
At this writing three Nobel Prizes of 2026 have been awarded, so this is a good time to think about those who did not win a Nobel Prize but should have.…
Open article at Naked Capitalism → - The UN at the Breaking Point and What Could Come NextNaked Capitalism✓Freeby Yves SmithFri Oct 9, 9:55 AM ET
The UN at the Breaking Point and What Could Come Next
The UN is a dead man walking, yet BRICS members unrealistically hope for reform. What organizations could be models for moving forward?
Open article at Naked Capitalism → - Links 10/9/2026Naked Capitalism✓Freeby Conor GallagherFri Oct 9, 6:55 AM ET
Links 10/9/2026
No description in the publisher's feed.
Open article at Naked Capitalism →
MishTalk
✓FreeMACROFree- Trafalgar Group Has Talarico 3.5 Points Ahead in Texas Senate RaceMishTalk✓Freeby Mike ShedlockSun Oct 11, 5:05 PM ET
Trafalgar Group Has Talarico 3.5 Points Ahead in Texas Senate Race
Also, there's another very favorable poll for Democrats in Maine.
Open article at MishTalk → - Trump to Buy Russian Diesel, Tells Ukraine to Get a New PresidentMishTalk✓Freeby Mike ShedlockSun Oct 11, 10:13 AM ET
Trump to Buy Russian Diesel, Tells Ukraine to Get a New President
On top of that, Trump moans again about not winning the Nobel Peace Prize.
Open article at MishTalk → - Trump’s Unintelligent Comments on AI Super IntelligenceMishTalk✓Freeby Mike ShedlockSat Oct 10, 3:38 PM ET
Trump’s Unintelligent Comments on AI Super Intelligence
Trump says you are "the enemy" if you do not use his new term.
Open article at MishTalk →
- The Surprise Issue that May Swing Ohio and Michigan Is Data CentersMishTalk✓Freeby Mike ShedlockSat Oct 10, 12:56 PM ET
The Surprise Issue that May Swing Ohio and Michigan Is Data Centers
Local anger over energy bills and lost farmland hits two key battleground races.
Open article at MishTalk → - How Much Nonmonetary Gold Does the US Import and Export Each Quarter?MishTalk✓Freeby Mike ShedlockFri Oct 9, 4:56 PM ET
How Much Nonmonetary Gold Does the US Import and Export Each Quarter?
Let's discuss gold imports and exports, trade data, and the impact on GDP.
Open article at MishTalk → - Consumer Sentiment Current Conditions Index Drop to Record LowMishTalk✓Freeby Mike ShedlockFri Oct 9, 11:58 AM ET
Consumer Sentiment Current Conditions Index Drop to Record Low
By political affiliation, sentiment declines the most for independents.
Open article at MishTalk → - Le Pen’s Fiscal Plan for France Cannot Possibly Work, Will Voter’s Care?MishTalk✓Freeby Mike ShedlockThu Oct 8, 10:23 AM ET
Le Pen’s Fiscal Plan for France Cannot Possibly Work, Will Voter’s Care?
Let's explore Le Pen's magic budget proposal in detail.
Open article at MishTalk → - The Only Hope for Republicans in the Midterms Is a Huge Polling ErrorMishTalk✓Freeby Mike ShedlockThu Oct 8, 6:00 AM ET
The Only Hope for Republicans in the Midterms Is a Huge Polling Error
Early voting has started. Most minds are made up.
Open article at MishTalk →